Sector

El Nino will raise electricity demand, but can hurt farm sector

El Nino conditions can pose growth challenges for agrochemicals industry for the second consecutive year

Budget Snapshot: Fertiliser subsidy to rise on firm prices, tight supplies

In India, government provides subsidy to manufacturers for selling fertilisers below the production cost

Indian IT should strike a fine balance as AI investments take off

IT companies are making large acquisitions and also investing in new technologies

Tough adjustments await the green energy sector in 2026

Plain vanilla solar power is no longer in demand

Chart of the Day: Weight loss drugs to give fillip to Indian pharma market in 2026

Generic weight loss drugs can help expand Indian pharma market

Power sector’s growth tempo broke in 2025, will it revive in 2026?

Demand slowdown weighed on earnings of electricity producers

Chart of the Day: Defence contract awards to exceed Rs 2 lakh crore for the second straight year

The government is likely to award contracts for at least Rs 10 lakh crore worth of defence equipment in the next five years

Chart of the Day: India to be the last major growing market for coal

Coal demand and production in India are expected to grow faster than major countries

Discovery Series: E2E Networks: Riding India’s AI compute supercycle

Rising AI demand, stricter data-localisation norms augur well for domestic cloud infrastructure providers

CoalSETU to drive optimal utilisation of coal reserves

Removal of end-use restrictions will help expand potential market for domestic coal and substitute imports, amid moderating demand for coal 

Data Story: Private sector is tightening its grip over India’s healthcare services market

The hospitals and clinics market is estimated to exceed Rs 10 lakh crore by FY29

Chart of the Day: New products, price hikes keep up the growth momentum for Indian pharma

Among large companies, Sun Pharma and Cipla gained market share in the last 12 months

Krsnaa Diagnostics: Steering towards new growth horizons

The company is targeting 40-50% of revenue mix from its retail business

Chart of the Day: Rupee depreciation to bring relief for Indian IT

While IT companies derive most of their revenues from overseas, a large portion of their expenditure is incurred in local currency

IndusInd Bank: Can this be a stock for the long term?

The new management is building a robust business with a diversified de-risked asset book and a granular liability franchise

Does this auto ancillary stock merit a place in your portfolio?

CAL’s aluminium business remains a key growth driver aided by acquisitions of DR Axion and Sunbeam

Data Story: Why Cognizant’s rebound should worry Indian IT

Cognizant added significantly higher amount of incremental revenue in April-September compared to large Indian IT companies

Chart of the Day: Corporate hospitals cash in on surge in international patients as geopolitical tensions ease

Higher patient volumes drove international business revenue growth at Fortis, Max and Medanta in the September quarter

The coming slowdown in India’s renewable energy sector

Renewable energy project awards slowed sharply this year

Max Healthcare Q2 FY26: Improved valuation comfort

The company plans to double its capacity in 4-5 years

Chart of the Day: Weak demand suppresses electricity prices in spot market

Supplies are exceeding demand even during non-peak solar power generation hours

Endurance Technology Q2 FY26: Multiple catalysts at work

The company is leveraging structural industry shifts, regulatory changes, and strategic partnerships to drive growth

Suraksha Diagnostics Q2 FY26: Offering a long-term investment case

It is a scalable play on India’s evolving healthcare demand

Global Health Q2 FY26: Healthy performance, strong outlook

The upcoming greenfield projects will help Medanta to establish a presence in western and eastern India